CONNECT

Address:

2400 Lakeview Parkway, Suite 550
Alpharetta, GA 30009

Phone:

(678) 647-8040

Fax/Other:

678-935-3990

Experienced Advisors

Left to right: Kirk Wilkerson, Kelly Gallimore, Jill Crawford, Andy Luben

We are dedicated to constantly improving client service as we ourselves remain committed to our own professional development.  Currently each member of our service team carries an advanced designation(s) specific to the field of financial planning or investment advisory services.  Both Andy Lubben and Jill Crawford are CERTIFIED FINANCIAL PLANNER™ professionals (www.cfp.net) and Jill is also a Certified Public Accountant.  Kirk is a Certified Investment Management Analyst, CIMA®,  (www.IMCA.org), and Kelly is a Certified Estate and Trust Sepcialist (www.icfs.com).   

We take our responsibility as your advisors extremely seriously, and are grateful to for the opportunity to serve you.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck